Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCSVX (THE CATHOLIC SRI GROWTH PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | -0.60% | 4.95% | NA | NA | NA | 7.44% |
Data as of 08/04/2021, AR inception is 02/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCSVX (THE CATHOLIC SRI GROWTH PORTFOLIO HC ADVISORS SHARES) | 02/16/2016 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -0.60 | 4.95 | NA | NA | NA | 7.44 | 0.00 | 0.00 | 10.37 | -17.88 | 16.40 | 10.67 |
| Sharpe Ratio | NA | 0.00 | -0.44 | 0.04 | NA | NA | NA | 0.21 | 0.00 | 0.00 | 1.09 | -1.14 | 2.21 | 0.82 |
| Standard Deviation(%) | NA | 0.00 | 9.06 | 9.53 | NA | NA | NA | 10.42 | 0.00 | NA | 8.31 | 16.92 | 7.18 | 14.54 |
| Draw Down(%) | NA | 0.00 | 24.14 | 26.94 | NA | NA | NA | 26.94 | 0.00 | 0.00 | 7.80 | 26.94 | 3.46 | 9.91 |
| Yield(%) | 0.00 | 0.00 | 2.40 | 3.98 | 2.38 | 1.59 | 1.19 | 4.77 | 0.00 | 0.00 | 0.41 | 8.24 | 5.90 | 6.15 |
Data as of 08/04/2021, AR inception is 02/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSVX (THE CATHOLIC SRI GROWTH PORTFOLIO HC ADVISORS SHARES) |
-1.55%
Jan 2018 - Jan 2021 |
4.80%
Jul 2016 - Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSVX (THE CATHOLIC SRI GROWTH PORTFOLIO HC ADVISORS SHARES) |
9.87%
Apr 2016 - Apr 2019 |
5.61%
Mar 2016 - Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart